BOARD MANAGEMENT SOFTWARE FOR MISSION-DRIVEN ORGANIZATIONSLOGINFEATURESRESOURCESINDUSTRIESPRICINGFREE TRIAL Boardable is designed to be simple, easy to use, and affordable. Many other corporate, mission-driven, and nonprofit board software providers require expensive customization or include pricey features that apply only to the largest organizations and edge cases. Starting at just $49 a month, Boardable offers simple pricing based on your BOARDABLE APPLICATION Boardable the easy-to-use and easy-to-love board management software THE ULTIMATE HYBRID BOARD MEETINGS PLAYBOOK FOR SUCCESS The Ultimate Hybrid Board Meetings Playbook for Success. Toward the beginning of the COVID-19 pandemic, mission-driven organizations and nonprofits were forced to adhere to social distancing guidelines by transitioning to remote operations. Among those impacted were board members. Like the rest of your team, board members didn’t have the BOARD VOTING: COMMON STEPS & TIPS FOR BETTER DECISION 2) Make sure everyone understands the rules. When implementing new board meeting procedures, make sure your team is all caught up on the most recent regulations. Catch your new board members up to speed as part of their training before their first official meeting, too. That way, everyone can jump in BOARD MEMBER RESPONSIBILITIES & ROLES: A NONPROFIT’S GUIDE Board Member Role #4: Nonprofit Treasurer. The nonprofit board treasurer deals with the organization’s finances and makes important decisions regarding spending and investing. This role is a demanding and engaging one, with a lot of responsibility and opportunity to

initiate change.

5 STEPS TO ONBOARDING NEW BOARD MEMBERS Nonprofit board engagementsimplified. 5 Steps to Onboarding New Board Members | 4 When new board members start, it can be tempting to jump in feet first, get them set up on committees, and have them start making decisions right away A COMPLETE GUIDE TO THE NONPROFIT EXECUTIVE DIRECTOR ROLE The executive director of a nonprofit organization wears many hats, and to be effective, this individual needs to wear them all equally well. In essence, this highly-regarded position oversees other leaders at your organization, works directly with your board of directors, and ultimately shapes your organization’s future by steering your team in the right direction. THE MOST COMMON NONPROFIT GOVERNANCE MODELSSEE MORE ON BOARDABLE.COM NONPROFIT CEO EVALUATIONS: 5 BEST PRACTICES FOR YOUR TEAM Set SMART goals at the end of each year. SMART goals are: specific, measurable, achievable, realistic, and timely. By establishing these goals at the end of each year, the board and CEO take this opportunity to look at the past year’s numbers before setting goals for the

coming year.

WHAT ARE THE REAL RESPONSIBILITIES OF A SCHOOL BOARDSEE MORE ON

BOARDABLE.COM

BOARD MANAGEMENT SOFTWARE FOR MISSION-DRIVEN ORGANIZATIONSLOGINFEATURESRESOURCESINDUSTRIESPRICINGFREE TRIAL Boardable is designed to be simple, easy to use, and affordable. Many other corporate, mission-driven, and nonprofit board software providers require expensive customization or include pricey features that apply only to the largest organizations and edge cases. Starting at just $49 a month, Boardable offers simple pricing based on your BOARDABLE APPLICATION Boardable the easy-to-use and easy-to-love board management software THE ULTIMATE HYBRID BOARD MEETINGS PLAYBOOK FOR SUCCESS The Ultimate Hybrid Board Meetings Playbook for Success. Toward the beginning of the COVID-19 pandemic, mission-driven organizations and nonprofits were forced to adhere to social distancing guidelines by transitioning to remote operations. Among those impacted were board members. Like the rest of your team, board members didn’t have the BOARD VOTING: COMMON STEPS & TIPS FOR BETTER DECISION 2) Make sure everyone understands the rules. When implementing new board meeting procedures, make sure your team is all caught up on the most recent regulations. Catch your new board members up to speed as part of their training before their first official meeting, too. That way, everyone can jump in BOARD MEMBER RESPONSIBILITIES & ROLES: A NONPROFIT’S GUIDE Board Member Role #4: Nonprofit Treasurer. The nonprofit board treasurer deals with the organization’s finances and makes important decisions regarding spending and investing. This role is a demanding and engaging one, with a lot of responsibility and opportunity to

initiate change.

5 STEPS TO ONBOARDING NEW BOARD MEMBERS Nonprofit board engagementsimplified. 5 Steps to Onboarding New Board Members | 4 When new board members start, it can be tempting to jump in feet first, get them set up on committees, and have them start making decisions right away A COMPLETE GUIDE TO THE NONPROFIT EXECUTIVE DIRECTOR ROLE The executive director of a nonprofit organization wears many hats, and to be effective, this individual needs to wear them all equally well. In essence, this highly-regarded position oversees other leaders at your organization, works directly with your board of directors, and ultimately shapes your organization’s future by steering your team in the right direction. THE MOST COMMON NONPROFIT GOVERNANCE MODELSSEE MORE ON BOARDABLE.COM NONPROFIT CEO EVALUATIONS: 5 BEST PRACTICES FOR YOUR TEAM Set SMART goals at the end of each year. SMART goals are: specific, measurable, achievable, realistic, and timely. By establishing these goals at the end of each year, the board and CEO take this opportunity to look at the past year’s numbers before setting goals for the

coming year.

WHAT ARE THE REAL RESPONSIBILITIES OF A SCHOOL BOARDSEE MORE ON

BOARDABLE.COM

BUILDING A FUTURE-PROOFED, SUSTAINABLE BOARD FOR YOUR Partnership Health Center Boardable has been exactly what our organization needed to get our board more involved. It saves us time and is a one-stop-shop for keeping everything in ETHICS IN AN ERA OF PERVASIVE ARTIFICIAL INTELLIGENCE Nearly every industry is now using artificial intelligence. AI is being used to analyze metrics and automate tasks. Through AI, organizations, teams, and nonprofits are able to streamline and reduce their expenditures, optimize their processes, and provide an BOARD EVALUATIONS: THE COMPLETE Q&A GUIDE FOR NONPROFITS A board evaluation is a method for a board of directors to verify members are meeting expectations, making progress toward goals, following bylaws, and a chance to gather feedback on the board’s health. Luckily, they don’t need to be intimidating or take up hours

and hours of time.

A COMPLETE GUIDE TO BOARD MEETING AGENDAS (WITH TEMPLATES!) For each board meeting agenda item, write a short statement of each action taken, along with the rationale behind key decisions. While you don’t want to record every second of the meeting, avoid including too little information and leaving room for confusion. 4. Follow set protocols for taking and approving minutes. WELCOMING NEW BOARD MEMBERS: TIPS FOR SUCCESSFUL ONBOARDING Make sure your new board members don’t overcommit. Instead, they should focus on learning about the board and how board members work best together. When they do take on a task, they should follow through, which is when a task management tool can serve as a gentle reminder and help keep things organized. Be prepared. THE MOST COMMON NONPROFIT GOVERNANCE MODELS The Most Common Nonprofit Governance Models. 1. The Advisory Board Model. An advisory board is the platform a president or CEO turns to for assistance and advice. The members of an advisory board are usually those who are known to the nonprofit’s management team, and are trusted by them. They bring professional skills and unique talents

with

BOARD MEETING MINUTES: A COMPLETE GUIDE AND A FREE TEMPLATE Board meeting minutes record the board of director’s actions and decisions. They serve as an official and legal record of nonprofit board meetings, which means they should include more than a simple overview of discussions. The core purpose of board meeting minutes is

to

WHAT ARE THE REAL RESPONSIBILITIES OF A SCHOOL BOARD The school board is responsible for guiding the school or district’s budget, approving bills, and establishing spending priorities. The board is also responsible for deciding when to ask voters to pass levies that benefit the school. Budgeting is one of the most challenging responsibilities of a school board, and requires the

ability to

HANDLING CONFLICT BETWEEN NONPROFIT DIRECTORS AND BOARD One of the most common conflicts that a nonprofit can experience is conflict between the executive director and a board member. Typically, the conflict arises out of unclear boundaries for roles and responsibilities. Board members are involved in strategy. Executive directors have a clear role to execute operational decisions. KEY DIFFERENCES BETWEEN A BOARD CHAIR AND EXECUTIVE DIRECTOR Difference #1 – High-Level vs. On-the-Ground Decision Making. One of the biggest contrasts between what a board chair and a nonprofit executive director are responsible for is scale. The board chair is focused on high-level strategic planning, and the executive director is more hands-on. The board chair and the nonprofit board determine

the

BOARD MANAGEMENT SOFTWARE FOR MISSION-DRIVEN ORGANIZATIONSLOGINFEATURESRESOURCESINDUSTRIESPRICINGFREE TRIAL Boardable is designed to be simple, easy to use, and affordable. Many other corporate, mission-driven, and nonprofit board software providers require expensive customization or include pricey features that apply only to the largest organizations and edge cases. Starting at just $49 a month, Boardable offers simple pricing based on your BOARDABLE APPLICATION Boardable the easy-to-use and easy-to-love board management software THE ULTIMATE HYBRID BOARD MEETINGS PLAYBOOK FOR SUCCESS The Ultimate Hybrid Board Meetings Playbook for Success. Toward the beginning of the COVID-19 pandemic, mission-driven organizations and nonprofits were forced to adhere to social distancing guidelines by transitioning to remote operations. Among those impacted were board members. Like the rest of your team, board members didn’t have the BOARD VOTING: COMMON STEPS & TIPS FOR BETTER DECISION 2) Make sure everyone understands the rules. When implementing new board meeting procedures, make sure your team is all caught up on the most recent regulations. Catch your new board members up to speed as part of their training before their first official meeting, too. That way, everyone can jump in BOARD MEMBER RESPONSIBILITIES & ROLES: A NONPROFIT’S GUIDE Board Member Role #4: Nonprofit Treasurer. The nonprofit board treasurer deals with the organization’s finances and makes important decisions regarding spending and investing. This role is a demanding and engaging one, with a lot of responsibility and opportunity to

initiate change.

A COMPLETE GUIDE TO THE NONPROFIT EXECUTIVE DIRECTOR ROLE The executive director of a nonprofit organization wears many hats, and to be effective, this individual needs to wear them all equally well. In essence, this highly-regarded position oversees other leaders at your organization, works directly with your board of directors, and ultimately shapes your organization’s future by steering your team in the right direction. 5 STEPS TO ONBOARDING NEW BOARD MEMBERS Nonprofit board engagementsimplified. 5 Steps to Onboarding New Board Members | 4 When new board members start, it can be tempting to jump in feet first, get them set up on committees, and have them start making decisions right away THE NONPROFIT BOARD GOVERNANCE GUIDE: EVERYTHING YOU NEED The Nonprofit Board Governance Guide: Everything You Need to Know A digital resource provided by your friends at boardable.com A NONPROFIT’S CHECKLIST FOR BETTER BOARD SUCCESSION Step 4) Establish an onboarding process. Finding the right successor for a vacant position is only half the battle. To ensure success, your nonprofit succession plan should address how the team will onboard the individual into their role. NONPROFIT CEO EVALUATIONS: 5 BEST PRACTICES FOR YOUR TEAM Set SMART goals at the end of each year. SMART goals are: specific, measurable, achievable, realistic, and timely. By establishing these goals at the end of each year, the board and CEO take this opportunity to look at the past year’s numbers before setting goals for the

coming year.

BOARD MANAGEMENT SOFTWARE FOR MISSION-DRIVEN ORGANIZATIONSLOGINFEATURESRESOURCESINDUSTRIESPRICINGFREE TRIAL Boardable is designed to be simple, easy to use, and affordable. Many other corporate, mission-driven, and nonprofit board software providers require expensive customization or include pricey features that apply only to the largest organizations and edge cases. Starting at just $49 a month, Boardable offers simple pricing based on your BOARDABLE APPLICATION Boardable the easy-to-use and easy-to-love board management software THE ULTIMATE HYBRID BOARD MEETINGS PLAYBOOK FOR SUCCESS The Ultimate Hybrid Board Meetings Playbook for Success. Toward the beginning of the COVID-19 pandemic, mission-driven organizations and nonprofits were forced to adhere to social distancing guidelines by transitioning to remote operations. Among those impacted were board members. Like the rest of your team, board members didn’t have the BOARD VOTING: COMMON STEPS & TIPS FOR BETTER DECISION 2) Make sure everyone understands the rules. When implementing new board meeting procedures, make sure your team is all caught up on the most recent regulations. Catch your new board members up to speed as part of their training before their first official meeting, too. That way, everyone can jump in BOARD MEMBER RESPONSIBILITIES & ROLES: A NONPROFIT’S GUIDE Board Member Role #4: Nonprofit Treasurer. The nonprofit board treasurer deals with the organization’s finances and makes important decisions regarding spending and investing. This role is a demanding and engaging one, with a lot of responsibility and opportunity to

initiate change.

A COMPLETE GUIDE TO THE NONPROFIT EXECUTIVE DIRECTOR ROLE The executive director of a nonprofit organization wears many hats, and to be effective, this individual needs to wear them all equally well. In essence, this highly-regarded position oversees other leaders at your organization, works directly with your board of directors, and ultimately shapes your organization’s future by steering your team in the right direction. 5 STEPS TO ONBOARDING NEW BOARD MEMBERS Nonprofit board engagementsimplified. 5 Steps to Onboarding New Board Members | 4 When new board members start, it can be tempting to jump in feet first, get them set up on committees, and have them start making decisions right away THE NONPROFIT BOARD GOVERNANCE GUIDE: EVERYTHING YOU NEED The Nonprofit Board Governance Guide: Everything You Need to Know A digital resource provided by your friends at boardable.com A NONPROFIT’S CHECKLIST FOR BETTER BOARD SUCCESSION Step 4) Establish an onboarding process. Finding the right successor for a vacant position is only half the battle. To ensure success, your nonprofit succession plan should address how the team will onboard the individual into their role. NONPROFIT CEO EVALUATIONS: 5 BEST PRACTICES FOR YOUR TEAM Set SMART goals at the end of each year. SMART goals are: specific, measurable, achievable, realistic, and timely. By establishing these goals at the end of each year, the board and CEO take this opportunity to look at the past year’s numbers before setting goals for the

coming year.

BUILDING A FUTURE-PROOFED, SUSTAINABLE BOARD FOR YOUR Partnership Health Center Boardable has been exactly what our organization needed to get our board more involved. It saves us time and is a one-stop-shop for keeping everything in BOARD GOVERNANCE IN THE DIGITAL AGE Hybrid meetings are here to stay. It is time master board governance in the digital age from meeting responsibilities to protecting data. BOARD MEMBER RECRUITMENT: HOW TO BUILD A HIGH-IMPACT BOARD Step #1: Determine what gaps need to be filled. Before you can start looking for the right nonprofit board members, you need to figure out what you want in a member. This will help to guide you throughout the board member recruitment process. Try an internal survey that assesses

what skills or

ETHICS IN AN ERA OF PERVASIVE ARTIFICIAL INTELLIGENCE Nearly every industry is now using artificial intelligence. AI is being used to analyze metrics and automate tasks. Through AI, organizations, teams, and nonprofits are able to streamline and reduce their expenditures, optimize their processes, and provide an WELCOMING NEW BOARD MEMBERS: TIPS FOR SUCCESSFUL ONBOARDING Make sure your new board members don’t overcommit. Instead, they should focus on learning about the board and how board members work best together. When they do take on a task, they should follow through, which is when a task management tool can serve as a gentle reminder and help keep things organized. Be prepared. BOARD MEMBER COMMUNICATION: THE KEY TO AN EFFECTIVE BOARD When board members aren’t able to work effectively together, it’s often because they aren’t communicating in the way they should. They may not have communication styles that mesh, or may not know each other well enough. As an administrator, you are able to learn each board member’s communication styles, and put that knowledge to good

use.

BOARD EVALUATIONS: THE COMPLETE Q&A GUIDE FOR NONPROFITS A board evaluation is a method for a board of directors to verify members are meeting expectations, making progress toward goals, following bylaws, and a chance to gather feedback on the board’s health. Luckily, they don’t need to be intimidating or take up hours

and hours of time.

GREAT NONPROFIT BOARD MEMBERS: THEIR QUALITIES AND HABITS The most important characteristics of a nonprofit board member extend far beyond work experience and education. While these factors are certainly important, less tangible aspects of a prospective board member might be more valuable to your organization. The qualities of a good nonprofit board member include a passion for the cause,

enthusiasm

WHAT ARE THE REAL RESPONSIBILITIES OF A SCHOOL BOARD The school board is responsible for guiding the school or district’s budget, approving bills, and establishing spending priorities. The board is also responsible for deciding when to ask voters to pass levies that benefit the school. Budgeting is one of the most challenging responsibilities of a school board, and requires the

ability to

BREAK DOWN SILOS AT YOUR NONPROFIT WITH THESE The following post on how to break down silos at nonprofit organizations was contributed by Dr. JoyNicole Martinez, the founder and Chief Executive Officer of The Alchemist Agency, a management consulting firm serving leading corporations, health care facilities, non-governmental organizations, and not-for-profit corporations.

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Already use Zoom for your board meetings? No worries! Zoom seamlessly integrates with Boardable, eliminating the need for separate meeting links and access codes. Attendees can access meeting details, view documents, and join Zoom all from one screen. Learn about the Integration INTUITIVE BOARD MANAGEMENT SOFTWARE FEATURES FOR MISSION-DRIVEN

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Boardable helps you bring your board’s expertise and your passion together. Boardable offers mission-driven and nonprofit boards just like yours a range of benefits.

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The Agenda Builder enables administrators to create dynamic agendas, either from scratch or using a well-designed template. Email board members dynamic PDFs and agenda landing pages to create private

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Automating your meeting scheduling does more than save time. It frees your board from distraction, allowing everyone to focus on governance, strategy, and other areas vital to your mission.

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Boardable Spotlight gives your organization the essential tools needed to meet virtually and in person, collaborate seamlessly, and document decisions all in one place.

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The Document Center centralizes all the files your board needs in one place. You get the simplicity of organizing and distributing documents without digging up email attachments, and your board will experience the ease of collaborating on documents anytime, anywhere.

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Our E-Signatures tool speeds up the document signing and approval process. Legally sign documents without the hassle of traditional paper signatures. Upload a document, request a signature, and view the status of document signatures all in one place.

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The Task Manager increases your board’s productivity and accountability. Create, assign, and manage action items during and in between meetings. Quickly check the status of completed and uncompleted tasks in one central location.

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Gather data to gain insight into your corporate or nonprofit board’s engagement. Boardable Reporting allows you to view and download a variety of reports to quickly identify accomplishments and areas of

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Track and measure the success of your organization’s goals and board initiatives with our Goal Tracker. Set benchmarks to keep your board informed and engaged on the progress of key performance metrics.

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Click here for a printer-friendly version. Contact us and tell us about your needs. We’ll put our heads together and come up with a plan that meets your needs and exceeds your expectations. Call +1 317-689-0990 for a custom quote today! BOARD MANAGEMENT SOFTWARE FAQ

No. 01

What makes Boardable different from other board software?

+

Boardable is designed to be simple, easy to use, and affordable. Many other corporate, mission-driven, and nonprofit board software providers require expensive customization or include pricey features that apply only to the largest organizations and edge cases. Starting at just $49 a month, Boardable offers simple pricing based on your organization’s size and needs, without compromising on any of the essential features that help your board, committees, and other groups operate efficiently from

anywhere.

No. 02

Why use board management software?

+

Your board members lead busy lives outside of the boardroom. When balancing their work and home lives, they don’t have the time to juggle piecemeal solutions. They’ll easily get overwhelmed trying to keep up with long email threads, playing phone tag, and locating scattered documents. Board software solves this challenge and centralizes all your board’s responsibilities into one central location, from document storage and daily communications to meeting management and simplified voting.

No. 03

How secure is Boardable’s board management software?

+

Boardable takes privacy and security _very_ seriously. Our board software adheres to web development best practices to ensure that all data, user information, and documents are fully protected. This includes the use of Secure Sockets Layer (SSL) certification and Amazon Web Services (AWS) . All information within Boardable is private and will never be shared with any third parties. Documents are encrypted when uploaded to Boardable and then stored on Amazon S3. Administrators can set limited access to each folder, and each Boardable user sets their own password based on a set of requirements. Additionally, Boardable administrators have no access to users’ passwords or payment data.

No. 04

Does Boardable have a mobile app for its board management software?

+

Yes, Boardable offers a free mobile app that’s available on both the

Apple iTunes Store

and the Google

Play Store

.

Using the app, your board members can collaborate and prepare for board meetings from anywhere with just a few taps. Access everything you need to prepare for board meetings with the Boardable mobile app. Review important documents, access meeting agendas, and complete all open tasks or polls directly on your smart device. Take a look at our

mobile experience

to explore

the app!

No. 05

Does a Boardable account include 24/7 support?

+

Boardable support currently consists of rapid email response to issues and questions. We have a support team that can be reached via email 24/7, and responses can be expected within 48 hours. We also offer a live chat feature built into our board software, so support is never more than a click away for any Boardable user.

No. 06

I’m not based in the U.S. Will Boardable work for my organization?

+

Yes, our powerful board meeting software is available to any mission-based organization regardless of where they’re located. We have customers around the world including Canada, Mexico, Finland, the United Kingdom, New Zealand, and even Kyrgyzstan! A few features that make Boardable an excellent international board portal solution include universal currency capacity, international time zones, and optimization for various internet speeds. Although we don't have language support beyond English, translation plugins have helped our users effectively translate Boardable into their native languages. Future translations are always under consideration.

No. 07

What integrations does Boardable’s board software include?

+

Document Storage platform integrations include Google Drive, Dropbox, and OneDrive. Calendar application integrations include Google, Apple iCalendar, Outlook, and Yahoo Calendar. Our powerful board management software also integrates with Zoom

for seamless

video conferencing. Boardable automatically integrates with all email service providers and sends notifications to the email address used as the account login email. Recognized for Excellence STAY CURRENT WITH BOARDABLE’S THOUGHT LEADERSHIP THE ULTIMATE HYBRID BOARD MEETINGS PLAYBOOK FOR SUCCESS Hybrid board meetings are quickly gaining popularity. This guide takes a deep dive into everything that board leaders need to know about hybrid meetings. Read More CASE STUDY: HOW WEST CECIL HEALTH CENTER DROVE BOARD ENGAGEMENT WITH

BOARDABLE

When faced with meeting virtually amid the COVID-19 pandemic, the West Cecil Health Center's board of directors searched for an option that would ensure ease of access to all board members. Read More HOW TO USE BOARDABLE SPOTLIGHT Boardable Spotlight gives nonprofit organizations the tools needed to have more fun, focused, and productive meetings whether they are virtual, in-person, or a combination of the two. Watch how it works!

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